Compare AU
Compare INES vs. BEAR
Compare shares and ETFs on the ASX that you can trade on Pearler.
Overview
When it comes to investing in the Australian stock market, shares and ETFs are a popular choice. Two options in the ASX are INES and BEAR. In this comparison, we'll delve into these options across various dimensions to help you make an informed investment decision.
Community Stats
INES | BEAR | |
---|---|---|
Popularity | Low | Low |
Pearlers invested | 21 | 3 |
Median incremental investment | $851.70 | $1,175.25 |
Median investment frequency | Monthly | Monthly |
Median total investment | $4,413.52 | $2,240.72 |
Average age group | > 35 | 26 - 35 |
Key Summary
INES | BEAR | |
---|---|---|
Strategy | INES.AX was created on 2019-06-11 by Intelligent Investor . The fund's investment portfolio concentrates primarily on total market equity. To invest in a portfolio of ethically and socially responsible undervalued stocks to achieve medium to long-term capital growth. | BEAR.AX was created on 2012-07-06 by BetaShares. The fund's investment portfolio concentrates primarily on large cap equity. BEAR.AX seeks to generate returns that are negatively correlated to the returns of the Australian sharemarket. The Fund expects to generate a positive return when the S&P/ASX Accumulation 200 Index falls (and a negative return when the index rises). |
Top 3 holdings | Intelligent Investor Ethical Share Fund (Managed Fund) (100 %) | SPI 200 FUTURES SEP24 (0 %) AUD - AUSTRALIA DOLLAR (47.09 %) BETASHARES AUS HIGH INTEREST ETF (29.63 %) |
Top 3 industries | Other (79.79 %) Communication Services (20.21 %) | |
Top 3 countries | ||
Management fee | 0.97 % | 1.38 % |
Key Summary
INES | BEAR | |
---|---|---|
Issuer | Intelligent Investor | BetaShares |
Tracking index | ||
Asset class | ETF | ETF |
Management fee | 0.97 % | 1.38 % |
Price | $3.44 | $7.57 |
Size | $74.418 million | $42.599 million |
10Y return | N/A | -59.19 % |
Annual dividend/ distribution yield (5Y) | 4.41 % | 0.28 % |
Market | ASX | ASX |
First listed date | 12/06/2019 | 09/07/2012 |
Purchase fee | $6.50 | $6.50 |
Community Stats
INES | BEAR | |
---|---|---|
Popularity | Low | Low |
Pearlers invested | 21 | 3 |
Median incremental investment | $851.70 | $1,175.25 |
Median investment frequency | Monthly | Monthly |
Median total investment | $4,413.52 | $2,240.72 |
Average age group | > 35 | 26 - 35 |
Pros and Cons
INES | BEAR | |
---|---|---|
Pros |
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Cons |
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INES | BEAR |
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Lower management fee | Higher management fee |
Higher price growth | Lower price growth |
Higher distribution yield | Lower distribution yield |